Senior Financial Advisor: Wealth & Planning Pro

Scotiabank; Red Deer; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Forward-thinking culture

Competitive compensation

Community impact

Leadership development

Clear career progression

Internal mobility

Job summary

Scotiabank is seeking a Senior Financial Advisor in Red Deer, Alberta to engage clients, educate on financial options, and develop personalized plans. The role focuses on discovering customer needs, offering insights, and building long-term relationships while driving branch performance.

You will manage day-to-day banking, investments, and borrowing solutions with a strategic mindset to achieve stated goals, working within a collaborative team at Scotiabank.

Qualifications

• Mutual Funds licence and CIFP Diploma are required.

Responsibilities

• Taking a proactive approach to discovering customer needs and listening to understand their asks.
• Educating customers and providing relevant insights and expert advice.
• Building customers’ comprehensive plans with a holistic approach to help achieve goals.
• Nurturing strong, long-standing relationships.
• Developing, retaining and growing the branch business by meeting sales goals and delivering a positive customer experience.

Skills

Relationship building

Sales targets

Strategic thinking

Education

Mutual Funds licence

CIFP Diploma

Job description

Scotiabank is seeking a Senior Financial Advisor in Red Deer, Alberta to engage clients, educate on financial options, and develop personalized plans. The role focuses on discovering customer needs, offering insights, and building long-term relationships while driving branch performance.

You will manage day-to-day banking, investments, and borrowing solutions with a strategic mindset to achieve stated goals, working within a collaborative team at Scotiabank.